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UBS Group
UBS

584 hedge funds and large institutions have $43B invested in UBS Group in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 225 increasing their positions, 193 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 49

29% more funds holding in top 10

Funds holding in top 10: 17 → 22 (+5)

17% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 193

2% more funds holding

Funds holding: 571 → 584 (+13)

0.41% more ownership

Funds ownership: 44.06% → 44.47% (+0.41%)

0% more capital invested

Capital invested by funds: $43B → $43B (+$22.3M)

34% less call options, than puts

Call options by funds: $918M | Put options by funds: $1.4B

Holders
584
Holders Change
+13
Holders Change %
+2.28%
% of All Funds
7.83%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.3%
New
71
Increased
225
Reduced
193
Closed
49
Calls
$918M
Puts
$1.4B
Net Calls
-$480M
Net Calls Change
-$253M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$1.53B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$514M
3
JP Morgan Chase
JP Morgan Chase
New York
+$207M
4
Deutsche Bank
Deutsche Bank
Germany
+$145M
5
PIM
Platinum Investment Management
Australia
+$145M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.44B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$226M
3
Goldman Sachs
Goldman Sachs
New York
-$223M
4
UBS Group
UBS Group
Switzerland
-$211M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$209M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
151
Kestra Advisory Services
Texas
$4.45M +$12.9K +386 +0.3%
ClearBridge Investments
152
ClearBridge Investments
New York
$4.44M +$31.2K +936 +0.6%
D.E. Shaw & Co
153
D.E. Shaw & Co
New York
$4.31M -$17.3M -517,409 -79%
CIEC
154
Crédit Industriel et Commercial
France
$4.3M +$4.12M +123,560 +703%
Point72 Asset Management
155
Point72 Asset Management
Connecticut
$4.21M +$4.59M +137,606 New
GAM
156
Groupama Asset Management
France
$4.18M +$1.17M +35,071 +31%
Walleye Capital
157
Walleye Capital
New York
$4.16M +$3.68M +110,433 +435%
PC
158
Permanens Capital
New York
$4M +$4.36M +130,697 New
PHK
159
Point72 Hong Kong
Hong Kong
$3.93M +$4.28M +128,319 New
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$3.91M -$115M -3,450,613 -96%
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$3.81M +$641K +19,229 +18%
VA
162
Vident Advisory
Georgia
$3.8M +$380K +11,384 +10%
BS
163
Banco Santander
Spain
$3.71M +$1.15M +34,594 +40%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$3.67M +$569K +17,066 +17%
QCG
165
Quadrant Capital Group
Ohio
$3.62M +$2.65M +79,516 +205%
HighTower Advisors
166
HighTower Advisors
Illinois
$3.62M -$151K -4,526 -4%
TCCM
167
Timber Creek Capital Management
Massachusetts
$3.59M -$15.7K -472 -0.4%
USAA
168
United Services Automobile Association
Texas
$3.5M – – –
ITC
169
Inspire Trust Company
Nevada
$3.46M +$167K +5,000 +5%
HCM
170
Helios Capital Management
Singapore
$3.4M – – –
MCM
171
Mitchell Capital Management
Kansas
$3.38M +$138K +4,149 +4%
BCI
172
Brinker Capital Investments
Pennsylvania
$3.32M -$908K -27,232 -20%
OPS
173
Orion Portfolio Solutions
Nebraska
$3.32M -$908K -27,232 -20%
Mercer Global Advisors
174
Mercer Global Advisors
Colorado
$3.26M -$1.48M -44,355 -29%
US Bancorp
175
US Bancorp
Minnesota
$3.24M -$270K -8,100 -7%
5 6
7
8 9

UBS Hedge Fund Activity: Q1 2025 in Review

584 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q1 2025, worth a combined $43B — up 0.05% from $43B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new UBS positions and 49 closed out — a net gain of 22 holders — while 225 added to existing stakes and 193 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $1.53B. The largest seller was Norges Bank, cutting an estimated $1.44B.

  • 584 institutional investors held UBS Group (UBS) as of Q1 2025, up from 571 in Q4 2024.
  • Funds reported $43B of UBS Group stock for Q1 2025, up 0.05% quarter-over-quarter.
  • 71 funds opened new UBS Group positions in Q1 2025 and 49 closed out, a net change of +22 holders.
  • The largest UBS Group buyer in Q1 2025 was Fisher Asset Management, an estimated $1.53B added.
  • The largest UBS Group seller in Q1 2025 was Norges Bank, an estimated $1.44B sold.

Based on aggregated 13F filings for Q1 2025.